Your Good Life is truly priceless
Our fees, just like our advice, is always 100% transparent
– so you can create wealth and security, knowing exactly what it will cost
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Our fees, just like our advice, is always 100% transparent
– so you can create wealth and security, knowing exactly what it will cost
As professionals in the personal finance industry, our reputation rests on every interaction we have with you. So we’re always committed to being clear and upfront about any costs and risks you may encounter, as well as your potential outcomes.
Designed to be a deep dive into your goals, hopes and dreams, we’ll use our unique 10/3/NOW Goalsetting Process to create a financial roadmap up to 10 years into the future. We’ll focus on three key things:
What would you like to do or achieve that you haven’t already?
Bigger home
Boats/Watercraft
Learning & Study
Marriage
Children
Holiday House
Hobbies & Interests
Extended Time Off
Travel
Golf/Skiing/Scuba
Your own business
Dreams & Goals
Your Discovery Appointment has as a one-off fee of just $330.00 including GST, giving you a clear picture of where you’re at financially, and the steps you need to take to achieve any of the things you’d like to do in life.
Clients who choose to work with us ongoing enjoy personal financial advice that brings them closer to their ‘big life’ goals. But before they become clients, we have a few important steps to go through:
Taking our initial information gathered from your Discovery Appointment, we present extensive scenario modelling that shows how the execution of your 10/3/NOW goals may look depending on the options you choose.
Whether you continue on with us or not, you’ll have a solid plan to work from.
This is quite an exciting appointment for clients, as we’re showing you your potential future in a way you’ve never seen before.
Fee estimate: $1,650 to $2,200 including GST.
This session is presented within a Statement of Advice (a legal document that needs to be executed).
We’ll present our formal advice recommendations to you and discuss how to best put this into action. Together, we’ll help you realise your financial goals.
Fee estimate: $2,200 to $3,300 including GST.
By engaging Tribeca Financial as your wealth advisors, we work hard to help improve your financial knowledge through ongoing coaching, while also ensuring your portfolio is best positioned to deliver the ‘Good Life’ you dream of. As a client, we’ll ensure you have:
Above all else, we ensure that you’re always in charge of your money, giving you complete peace of mind and freedom of choice.
A free, 15-minute conversation with a wealth advisor is where it all starts.
To arrange a time to talk with us about achieving your financial goals, enter your details below and we’ll be in touch with you soon.
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Tribeca Collective Pty Ltd, ABN: 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No. 1008603) of My Dedicated Advisory. Copyright © 2021 Tribeca Financial. All rights reserved.
